_ Money MattersPension or Lump Sum? Compare Payouts before You Decide By Jane Farrell articleAbout half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ RetirementAre You So Focused on Retirement That You Are Missing Out on Your Life? By Sondra Forsyth articleMary and Pete saved every penny for retirement. They never went on vacations, they rarely went out to eat, and … Read More→
_ Money MattersSpring Savings Tips to Plant a Prosperous Future By Sondra Forsyth articleTwo-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters3 Signs that It's Time to Break Up with Your Life Insurance Agent By Jane Farrell articleTrust and communication are key to any successful relationship, especially when it comes to managing your money. It’s a good … Read More→
_ Money MattersCut Your Taxes in 2019 and Beyond By Sondra Forsyth articleJanuary is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Money MattersMutual Fund Managers: No More Rock Stars By Jane Farrell articleThe era of celebrity mutual fund managers is over. A few titans retired with their reputations intact, but many have … Read More→
_ Money Matters3 Reasons to Consider Reducing the Risk In Your Retirement Portfolio By Sondra Forsyth articleDisturbed by recent ups and down in the stock market? If you’re an older investor, that may mean it’s time … Read More→
_ Money MattersIs Your Universal Life Insurance Policy about to Crash? What to Do If It Is. By Sondra Forsyth articleIf you’re stuck with a failing universal life insurance policy, what should you do? People who bought these policies in … Read More→
_ Money MattersGuidelines to Draft a Harmonious Prenuptial Agreement By Sondra Forsyth articleNot every couple needs a prenuptial agreement, but some do. I recommend a prenup when: One or both partners already … Read More→
_ Money Matters RetirementIs an Annuity a Good Choice for You? Here are the Questions to Ask By Sondra Forsyth articleAnnuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But they’re not … Read More→
_ Money MattersWith Outlook for Stocks Dicey, Investors—Especially Older Ones—Need Ballast in their Portfolio By Sondra Forsyth articleA short-term downturn isn’t the only risk of investing in stocks. They can underperform for a decade or longer. The … Read More→
_ Money MattersFear, Greed and the Financial Hazards of Emotional Investing By Sondra Forsyth articleHe was a successful dentist who managed his own money his entire life and prided himself on his financial acumen. … Read More→
_ Money Matters3 Surprises to Watch Out for When Paying for Long-Term Care By Sondra Forsyth articleMore than 70 percent of Americans over the age of 65 will need long-term health care services, according to the … Read More→
_ Money Matters5 Tips When Looking for a New Job Over the Age of 40 By Sondra Forsyth articleWhen I look in the mirror, for the first 5 seconds I still see a twenty- year -old. Then the … Read More→
_ Money MattersA Psychiatrist’s Take on Why We Can’t Get Rich By Sondra Forsyth articleWe hate to lose. Ever search for hours for something you lost, and spend a fortune in time when you could have … Read More→
_ Money Matters Retirement3 Factors That Can Keep Retirees Barely Hanging on Financially By Sondra Forsyth articleThey were an active and vibrant couple, determined that retirement wouldn’t slow them down. And it didn’t, at least not … Read More→
_ Money Matters57 Percent of Americans Have Been Surprised by a Medical Bill By Sondra Forsyth articleFifty-seven percent of American adults have been surprised by a medical bill that they thought would have been covered by … Read More→
_ Money Matters RetirementWhen Retirement Is Just Around the Corner, These 3 Steps Can Help You Prepare By Sondra Forsyth articleIf looking ahead to retirement makes you a little nervous, you’re not alone. Nearly half of Americans (46 percent) who … Read More→